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Waverly Advisors, LLC: GEHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on GEHC, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 55,905 GEHC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,905 shares
    Change vs previous 13F +6,844 shares

    0.02% of the 13F portfolio, value $3,578,482.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,061 shares
    Change vs previous 13F +1,714 shares

    0.03% of the 13F portfolio, value $3,492,207.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,347 shares
    Change vs previous 13F +40,376 shares

    0.03% of the 13F portfolio, value $3,883,354.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,971 shares
    Change vs previous 13F +1,271 shares

    0.01% of the 13F portfolio, value $523,530.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,700 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $422,164.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,923 shares
    Change vs previous 13F +430 shares

    0.01% of the 13F portfolio, value $478,039.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,493 shares
    Change vs previous 13F +2,560 shares

    0.01% of the 13F portfolio, value $429,439.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,933 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $275,243.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).